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- **Revenue Soars 41% YoY**: $39.5M Q3, 7,200 sensors shipped, 30%+ customers moving to production.
- **AI & Product Leap**: New silicon to double addressable market; RTLS for centimeter-level tracking.
- **$247M Cash**: Strong balance sheet with $35M ATM proceeds.
- **BlueCity Wins 300K+ Intersections**: 100% software attach, expanding smart cities.
- **Serve Robotics Scaling**: 2,000+ robots deployed, last-mile delivery growth.
- **Defense Momentum**: Blue UAS certification for DoD drones; 300,000+ intersections addressable.
- **30-50% Growth Outlook**: Software-attached solutions driving future scale.


**【CEO Summary Section】**
- **Record Revenue Growth**: Q3 2025 revenue reached $39.5 million, up 41% year-over-year, driven by 7,200 sensors shipped (all-time high). Key verticals include yard logistics (e.g., Serve Robotics expanding to 2,000 robots) and smart infrastructure (BlueCity partnerships covering 300,000 intersections in North America).
- **AI and Product Roadmap**: Progress on L4 and Cronos silicon to double addressable market; RTLS feature enables centimeter-level asset tracking. Gemini AI improvements for highway monitoring.
- **Strategic Wins**: European industrial equipment manufacturer orders for autonomous mining trucks; Serve Robotics deployments accelerate to 2,000 robots by end-2025.
- **Software Attach Rate**: 100% software attach on BlueCity systems; 30%+ customers moving from pilot to production.

**【CFO Financial Commentary】**
- **Gross Margin**: 42% (up 4pts YoY), benefiting from scale and product mix; long-term 35-40% target maintained.
- **Operating Expenses**: $41M (7% YoY growth) driven by R&D; Q3 2025 cash balance $247M (including $35M ATM proceeds).
- **Q4 Guidance**: Revenue $39.5-42.5M; focus on scaling software-attached solutions for 30-50%+ growth.

**【Q&A Highlights】**
- **Defense Market**: Blue UAS certification for DoD drones; 300,000+ intersections addressable via BlueCity partnerships; 100% software attach rate.
- **Robotics Growth**: 85% YoY sensor growth; industrial AMR deployments (e.g., European mining trucks).
- **L4/Cronos Progress**: Next-gen silicon to double TAM; testing new AI models for traffic intersections.
- **Serve Robotics**: 1,000+ robots deployed, up 20x YoY; last-mile delivery expansion.
- **Competitive Edge**: 1,000+ customers, 10%+ in full production; sticky software attach model.
- **LLM in Perception**: Cutting-edge deep learning models for real-time localization.


Ouster, Inc. (OUST) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

OUST

OUST fundamentals

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